DATE:
AUTHOR:
The Cotality Collateral Investigate team
Production release

PDF Artifact Generation, Smarter Helpdesk Diagnostics, and Improved ROV Review Handling

DATE:
AUTHOR: The Cotality Collateral Investigate team

What's New

Generate PDF artifacts from review orders Reviewers can now create PDF artifacts directly from the Order Details page via the More Options menu, supporting audit, compliance, and sharing workflows.

Enhanced collateral helpdesk and diagnostics capabilities New helpdesk features support Registry client data management across services. Rule diagnostics are integrated into Collateral Helpdesk, providing support teams with better visibility and faster troubleshooting.

Improved review lifecycle management for reconsideration requests The workflow now automatically creates new reviews when ROV requests are submitted with active reviews present, maintaining complete review histories.

What's Changed/Improved

Improved review experience and usability

  • Form Viewer updates enhance performance and usability

  • Ctrl+F support within appraisal forms for locating information

  • New navigation and highlighting for form field references

  • Enhanced validation and error messaging

  • Session management prevents editing timeouts

Better checklist and workflow management Refined checklist functionality ensures accuracy and consistency with status changes.

Improved file access and document handling APSL PDFs can now be opened directly from the review workflow.

Enhanced assignment and automation reliability Improved assignment configuration and auto-assignment processing with better logging.

Security and authentication improvements Refactored authentication processes enhance reliability and security.

Improved data synchronization across the platform Order information synchronizes consistently across Review, Findings Management, Form Viewer, Helpdesk, Registry, and UAD services.

What's Fixed

Twelve specific fixes addressed reassignment issues, import/export functionality, blank artifacts, workflow exceptions, rule execution errors, bulk updates, tier configuration, synchronization issues, assignment processing, Pendo tracking, checklist enforcement, rule deactivation, and form viewer navigation.

Support

If you encounter any issues or have feedback during UAT testing, please submit a ticket here.

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